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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Retirement Group
California
$2.45M -$1.54M -50,993 -37%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$2.36M -$18.8K -622 -0.7%
APF
153
Alaska Permanent Fund
Alaska
$2.34M
MPAM
154
Monarch Partners Asset Management
Massachusetts
$2.3M +$2.47M +81,666 New
ECM
155
Elgethun Capital Management
South Dakota
$2.29M +$22.8K +753 +0.9%
VRS
156
Virginia Retirement Systems
Virginia
$2.23M +$2.39M +78,973 New
Truist Financial
157
Truist Financial
North Carolina
$2.21M +$1.21M +40,100 +104%
Mitsubishi UFJ Trust & Banking
158
Mitsubishi UFJ Trust & Banking
Japan
$2.19M -$1.33M -43,816 -36%
ECM
159
ExodusPoint Capital Management
New York
$2.19M +$2.35M +77,545 New
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.17M -$67.2K -2,219 -3%
GC
161
Guggenheim Capital
Illinois
$2.16M +$494K +16,330 +27%
PFM
162
Parsec Financial Management
North Carolina
$2.09M +$561K +18,540 +33%
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$2.06M
MHS
164
M Holdings Securities
Oregon
$2.01M
Macquarie Group
165
Macquarie Group
Australia
$1.97M -$102K -3,371 -5%
SEI Investments
166
SEI Investments
Pennsylvania
$1.89M +$215K +7,098 +12%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1.88M +$18.3K +603 +0.9%
WIM
168
Wittenberg Investment Management
Massachusetts
$1.87M
Citigroup
169
Citigroup
New York
$1.85M -$405K -13,375 -17%
AAMU
170
AEGON Asset Management (UK)
United Kingdom
$1.77M -$118K -3,887 -6%
AIMCA
171
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.75M -$1.17M -38,493 -38%
HighTower Advisors
172
HighTower Advisors
Illinois
$1.68M +$393K +12,975 +28%
Stifel Financial
173
Stifel Financial
Missouri
$1.65M -$11.3K -375 -0.6%
GIA
174
Gateway Investment Advisers
Ohio
$1.65M -$3.78K -125 -0.2%
Canada Pension Plan Investment Board
175
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M +$1.4M +46,129 +405%